Financial Adviser
· PENRITH, NSW
Bradley Michael Ross
No disciplinary history on record with ASIC
PENRITH,
NSW
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001246189
Practice
Sydney, NSW (practice address on ASIC register)
Licensed through Peak Investment Holdings
About Bradley Michael Ross
Bradley Michael Ross is a financial adviser based in Penrith, New South Wales, with 10 years of experience in the financial services industry since 2016. Bradley works at Peak Investment Partners, which is licensed through Peak Investment Holdings. Bradley holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Bradley's qualifications include a Bachelor of Finance and Administration from University of New England. Bradley is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Authorised to provide tax financial advice services
Qualifications and Training
1986
Bachelor of Finance and Administration
University of New England
1993
Chartered Accountant
Institute of Chartered Accountants
2012
CA SMSF SPECIALIST
UNSW AUSTRALIAN SCHOOL OF BUSINESS
2016
DIPLOMA OF FINANCIAL PLANNING
KAPLAN
2025
Economic and Legal context for Financial Planning
Regulation & Legal Obligations - Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan